At a Glance
- Tasks: Evaluate and manage investment opportunities, lead due diligence, and support strategic growth initiatives.
- Company: Birch Faraday Capital, an award-winning group focused on building exceptional UK businesses.
- Benefits: Competitive salary, performance bonuses, long-term incentives, and director exposure to key decisions.
- Other info: Opportunity for career growth in a commercially minded and collaborative environment.
- Why this job: Join a dynamic team making impactful investments across diverse sectors in the UK.
- Qualifications: 5-8+ years in investment roles with strong financial modelling and valuation skills.
The predicted salary is between 54000 - 66000 £ per year.
Birch Faraday Capital is an award-winning, privately held operating group focused on acquiring and building exceptional UK businesses.
Our current portfolio generates over £45m in annual turnover and we have ambitious plans to reach £100m within three to five years.
We operate across multiple sectors including healthcare, construction, and property.
Our companies employ hundreds of people and deliver essential services to communities across the UK, from supported living and domiciliary care to property development and construction projects.
Role Description
We are seeking an experienced Senior Associate or Investment Manager to join our team and support the evaluation, execution and management of acquisition and investment opportunities.
The successful candidate will play a key role in assessing investments, leading due diligence, coordinating advisers, reviewing transaction documentation and supporting strategic growth initiatives.
This is a hands-on role requiring a commercially minded investment professional capable of independently assessing opportunities, challenging assumptions and making clear recommendations on valuation, risk and transaction structure.
Key Responsibilities
- Investment Evaluation
- Assess acquisition and investment opportunities from initial review through completion
- Analyse management presentations, financial information and diligence materials.
- Identify value creation opportunities and key investment risks.
- Challenge management assumptions and forecasts.
- Prepare investment recommendations for senior stakeholders
- Build and review integrated financial models.
- Develop downside, base case and upside scenarios.
- Analyse key drivers including revenue growth, pricing, margins and cash generation.
- Assess financing implications and investment returns.
- Form independent views on sustainable EBITDA and earnings
- Coordinate acquisition processes from evaluation through to completion.
- Manage relationships with legal, financial, tax and commercial advisers.
- Review diligence findings and identify key issues.
- Coordinate management information requests and due diligence workstreams.
- Support transaction negotiations and execution.
- Legal & Commercial Review
- Review SPA and transaction documents from a commercial perspective
- Assess management incentive arrangements, equity structures and governance rights.
- Identify key negotiation points and recommend appropriate protections.
- Work alongside external legal advisers to drive transaction execution.
- Strategic Projects
- Support portfolio value creation initiatives and strategic growth initiatives across the business.
- Evaluate expansion opportunities, partnerships and new service lines.
- Prepare board and investor materials.
- Candidate Requirements
- 5-8+ years of relevant transaction and investing experience, typically gained through 2-3 years in Investment Banking, Corporate Finance or Transaction Services followed by 3-5 years in Private Equity, or through direct experience within a Private Equity or Principal Investing team.
- Current or former Senior Associate, Investment Manager, Associate Director or equivalent.
- Strong financial modelling and valuation skills.
- Experience evaluating and executing acquisitions.
- Understanding of transaction structures and investor economics.
- Experience working with legal, accounting and commercial advisers.
- Ability to independently manage multiple transaction workstreams.
- Strong commercial judgement and investment mindset.
- Preferred
- Healthcare services, industrials or real estate experience
- Experience within lower mid-market or mid-market private equity
- Personal Attributes
The successful candidate will be
- Commercially minded.
- Highly analytical and detail-oriented.
- Comfortable operating independently.
- Naturally inquisitive and intellectually curious.
- Able to balance strategic thinking with execution.
- Confident challenging assumptions and identifying risk.
- Focused on making recommendations rather than simply presenting analysis.
- What Success Looks Like
The successful candidate will
- Independently assess acquisition opportunities and make robust investment recommendations.
- Develop and defend valuation, risk and value creation assessments.
- Lead due diligence, adviser coordination and transaction execution.
- Act as the internal owner of acquisition and investment workstreams.
Compensation
- Annual performance bonus
- Long-term incentive opportunity
- Director exposure to acquisitions, investment decisions and strategic growth initiatives
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Senior Associate / Investment Manager in London employer: Birch Faraday Capital
Birch Faraday Capital is an exceptional employer that fosters a dynamic and collaborative work culture, where your contributions directly impact the growth of our diverse portfolio. With a focus on employee development, we offer robust opportunities for professional advancement and exposure to high-stakes investment decisions, all while being part of a team that values innovation and strategic thinking. Located in the heart of the UK, we provide a stimulating environment that encourages creativity and rewards performance, making it an ideal place for ambitious professionals seeking meaningful and rewarding careers.
